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Randall, this is so true. I was on a 2 1/2 week dive trip to Indonesia in November and continuing my 4x weekly HIIT (high intensity interval training) classes on return along with Tai Chi and Yin yoga weekly. In January a strange pain in my right leg, hip and back appeared and gradually worsened. Dr. had x-ray and cortisone shot in SI joint which seemed to help for 3 days when the left side just really hit me. The upshot is slipped SI-L5 joint with near excruciating pain and surgery on June 2 involving a lumbar 'cage', screwed in plate to stabilize the SI joints, a back brace and 6-9 months of rehab. Dr. says I probably can even get back to diving, though, despite my age. He said I seemed to be in otherwise excellent health We must never take good health for granted whether it's systemic, structural or mental.

I keep reminding myself, I'm healthy today but tomorrow or next year, who knows.

I think your handling is correct. His K-1 activity is inside his IRA. Nothing to report on the 1040 except the 1099R. Her partnership investment is in a taxable investment but not on the broker's consolidated 1099, so you would enter the K-1 activity on the 1040.

I had a form of Sciatica called Piriformis Syndrome, but I was able to cure it with both massages and some exercises I found on YouTube.

I have a concern that we are going to see an accelerating flood of these letters. I envision a scenario where it becomes exponentially more difficult to get human intervention (via phone or written correspondence) to resolve errors while at the same time the ACS keeps churning out notices escalating all the way up to levies.

That's why it is called ACS - Automated Collection System.

Just about the only reason I bother to go in is that when my mother in law got sick (in her 90s), she had been so healthy for so long and skipping any annual exams (too busy!), they no longer had any record of her. She might as well have been a Martian who showed up, sick as a dog, to be treated.

This sounds like the "Mychart" system that my Doctor's office uses. The pre-registration questions go on and on and on for pages

It becomes more and more important to plant a medicinal herb garden...

What type of entity is shown on the K-1 as the owner of the account? Should be box "I" (Cap letter i) partway down the left side. Does it say "individual" or "retirement" or "IRA", or just what is in that box?

Generally when I see these with the same account number the 1099R will be reported on the tax return and the K-1 is there to report the unrelated business taxable income which would not be reported on the return but reported on a 990-T. If memory service me correctly, they can have up 1000.00 of UBTI before you have to report. Many brokerages often handle the reporting and paying the UBTI for the client by filing the 990-T so you may need to check with the client.

Does it show the same account number.

Yes, often exercises and aids can really make a difference. Sometimes, though, that doesn't work well enough. The exercises shown are very common for runners and in yin yoga so I've done those for years. My L4-L5 issue in 1989 did not respond well at all with the first line methods. It was so bad I had to take the CPA exam for 2 1/2 days (remember when?) on my knees after getting permission to bring a pillow to use. That was May. In July I had the surgery and was running again in about 8 weeks. I recall waking from the anesthesia and realizing IT WAS GONE! That gawd awful pain down the right leg was gone at last. I'm hoping for similar results this time but may have to temper my expectations. It's been 26 years so my mileage may vary

Left leg Sciatica (and/or Arthritis, and/or ???) for a few years now. At my age, nobody takes that seriously so I just wear a leg sleeve for outdoor activities.

Yes I have a client about 20 years younger than you who recently had an SI Joint fusion to relieve months of Sciatica. Of course, her insurance company insisted that they try all of the less expensive procedures first which didn't help.

That's what I'm thinking too. Just keep myself in their system.

A walk down Main Street to see the painted horses is always nice. Some were auctioned off, but I think there are still about a dozen there. The water in the blue bottles tastes good too.

It's the computers sending all the letters. No people involved - especially with the more stupid letters.

Yes

I am thankful for every day that I get to open my eyes. At my age, some of that is the result of routine exams. For my husband, as well. Eight years ago, when I had breast cancer, he was diagnosed with prostate cancer. Both were caught very early. Last summer, I had not been breathing well for over two years before it got to be too much for me. The result was 7 days in the hospital and I am lucky to be here. The hospital Dr said that I had been sick for a long time and would have a long recovery. I am just now turning the corner and will soon be driving again for the first time since last June. I survived another tax season and am considering another one because I don't believe that my work on Earth was finished. The medical practice certainly can be annoying, but it can save your life.

On rereading my post I can affirm what others have said. Cattle are bringing more money. A local farmer's wife brought me their 2024 figures which had doubled and even tripled their sales figures from prior years. On calling to advise their returns were complete she asked if I was getting them back a lot of money! I have prepared that return for about ten years with perhaps one in profit. On being told they owed money I was abruptly informed I would not be paid !! I had her review her figures only to find she had failed to bring a $50,000 plus feed bill. This cut the bill but they will still owe some tax. I would not be surprised if I don't see them next year.

I efiled a Form 1120 a month ago. My client had made estimated payments of $9,600. The corporate tax owed was $8,585 leaving a refund of $1,015, which should have been made via direct deposit. My client just received a CP 267 letter from the IRS asking my client what they wanted them to do with the refund. I went back and double checked the routing number and the checking account number which were all correct